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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,126 | $95,453+30.0% | $112,040+10.8% | $82,448+50.6% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.5%-10.7pp | 68.1%-2.3pp |
| Annual return | 17.60% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,231 | $4,224+0.2% | $5,098-17.0% | $4,139+2.2% |
| Admin fee / account holder | $890 | $9,013-90.1% | $12,098-92.6% | $7,234-87.7% |